Technical IFA Administrator and Personal Assistant role - Reading - Salary up to £35 - 40k

My client is a Chartered Independent Financial advice firm based in Reading. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties. The role offers an excellent working environment in plush offices in an easy to get to location just East of Reading, incentivized working withing a hugely supportive team.

In this particular role, you will be supporting a Senior Financial Adviser as their assistant, managing their diary, client interactions, appointments with outside services and general PA tasks, as well as carrying out the administration on services offered by this Wealth Management practice: i.e. administration on pensions, investments, and protection on behalf of their clients. The role is varied as you will be assisting the director with his daily running of the business, as well as carrying out more traditional 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries.

This is an amazing opportunity to work with a very talented and dynamic individual who heads up a larger team of financial advisors. The business has cultivated an excellent reputation in the financial services sector, and they are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment.

The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management.

As an applicant, you must have excellent communication skills, a minimum of 2 years’ experience as an Administrator in Wealth Management and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of central Berkshire.

If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions